Transactions by Date
The objective of this function is the display on the screen of the history of movement transaction carried out in a period. This inquiry is single site or multi-site.
Prerequisite
Refer to documentation Implementation
Screen management
Header
Presentation
The header information is used to specify the main selection criteria for the inquiry used.
Site : it is possible to choose a site for the movement transactions inquiry for this site. If no site is entered, the inquiry reproduces the movements for all the sites. By default, this field is loaded with the Stock site linked to the user.
Start date / End date : specify for which period the movements made should be displayed. By default, the movement transactions for the current date are proposed for display.
Selection date : it is possible to specify whether the movement transactions will be sorted by creation date or by posting date.
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Fields
The following fields are present on this tab :
Selection
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Enter or select a storage site at which the selected product is active. The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table. |
Block number 2
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Start date used to select the records to be processed. |
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End date used in the selection of the records to be processed. |
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Sorting criteria for the list or the inquiry. |
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Tab Transactions by Date
Presentation
The columns present in this table depend on the setup of the chosen screen code.
By default the table reproduces for the selection criteria chosen, a line by stock movement transaction carried out with as the principal information :
The site of the movement.
The lot, sublot, serial number of the movement transaction, its version numbers (minor and major), its quantity and status.
The expiry date of the lot if appropriate.
The transaction underlying the movement.
The number of the supporting document for the movement.
The number of the source document for the movement.
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Fields
The following fields are present on this tab :
Grid
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The use-by date (UBD) is the target date for issuing a product. |
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La date de recontrôle est associée à un lot en stock. Elle indique une date d'analyse de la marchandise, une fois le délai de péremption atteint.
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The setup determines whether the analytical dimensions can be modified. These are initialized in compliance with the default dimension setup.
In creation mode, as in modification mode, if an order line has been entered and the project code is modified, analytical dimensions are not reset. |
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Close
Action icon
Stock Management Data
This screen summaries the principal rules for the stock management of the product.
Stock by Unit
This button makes it possible to view the distribution of the stock by packing unit, all statuses together or the status by status.
Stock by Status
This button makes it possible to view the distribution of stock status by status.
Accounting Document
This button makes it possible to view the accounting document generated for the selected movement transaction if this is subject to an accounting interface.
Stock by Lot
Traceability
Floor
Source Document
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Menu Bar
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This button is used to access the additional selection criteria with respect to the criteria entered in the inquiry header. Filter by document type: it is possible to display only the movement transactions originating from a specific movement type. By default, the inquiry proposes all the movement types together. BP: the selection can be refined by filtering movements for a given BP. Formula: if the set of standard selection criteria is not insufficient, it is possible to set up an additional formula that must be of the type, Stock selection. Movement update, suspended movement : By default the inquiry displays the movements actually updated. It is possible to choose to display the movements waiting to be updated, for example those arising from a material issue in a shortage. The display of these two types of movement cannot be carried out simultaneously. In addition, a specific inquiry is proposed for the suspended movements. "Stock" movements / "Internal" movements: The "internal" movements are the movements generated during the status changes, the stock count entry, as opposed to the "stock" movements that truly generate a shift in stocks. By default, the inquiry displays only the "stock" movements. It is possible to view "internal" movements only or with the "stock" movement. Serial number aggregation: when the serial numbers are managed on the products, by default the inquiry retrieves as many lines as the serial numbers concerned by movements, for a given movement. When this option is selected, the serial numbers are aggregated to facilitate the inquiry by reducing the number of displayed lines, so that only one line per movement is presented. Screen code: the inquiries can be set up in a general manner (for more detail, see the Inquiry screens documentation). It is possible to call upon customized inquiry screens via the screen code. This customization is used notably, to choose what information should be shown on the screen and in what order it should be positioned in the grid. It is possible to save one or several sets of criteria by recording [Memo] codes that can be called later on [Call memo] or deleted [Delete memo]. |
Menu Bar
Graphic/Number of transactions
This graph displays the history of the number of receipts and issues by period.
Only movements selected in the inquiry are taken into account.
The frequency, the date ranges and the number of periods can be modified.